---
title: "Automate Inbox Processing (Star / Flag)"
slug: "automate-inbox-processing-star-flag"
updated: 2026-04-10T18:41:40Z
published: 2026-04-10T18:41:40Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate Inbox Processing (Star / Flag)

User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor.

Resolve rules allow you to automatically mark a message as Resolved or Open. Messages will remain open until they are marked as resolved either manually or via a rule.

> [!CAUTION]
> 🔔 Important!
> 
> If the rule is configured to run *Upon Message Receipt Only*, keep in mind that there will not be a User or Role assignment at the time that the filters are evaluated, so you should not include the Role or User filter for *Upon Message Receipt Only* Assignment rules. You are able to use the Group filter, as the Inbox Group is determined immediately based on the email address used to send the message into Inbox.

> [!TIP]
> ⭐ Best Practice
> 
> If you will have multiple Resolve type rules with the same Trigger, it is best to use an Exclusivity Group since a rule can be either Resolved or Open, but not both at the same time.

## **Star/Unstar Messages**

Automatically stars or unstars a message based on filter criteria set by the rule.

1. Click **Database** in the top navigation bar and select **Rules Editor**.
2. Click **New Rule**.
3. Enter the following configurations in the popup window:
  - **Name:**Star Message
  - **Type:** Configurable Joins
  - **Category:** Related
  - **Base:**Inbox
  - **Rule Type:** Star
  - **Trigger:**Upon Message Receipt or Nightly Processing
  - **Folder:**Inbox / Star
  - **Status:** Preview
4. Click **Save**.
5. Configure the appropriate **filters**:
  - Add any necessary filters
6. Choose the appropriate action:
  - **Star**: Set the action to Star or Unstar
  - Click **Save.**
7. Activate the Rule
  - Click **Edit**
  - **Status:** Active
  - Click **Save.**

## **Flag/Unflag Messages as Junk**

Automatically flag or unflag a message as junk based on filter criteria set by the rule.

1. Click **Database** in the top navigation bar and select **Rules Editor**.
2. Click **New Rule**.
3. Enter the following configurations in the popup window:
  - **Name:** Flag Message as Junk
  - **Type:** Configurable Joins
  - **Category:** Related
  - **Base:** Inbox
  - **Rule Type:**Junk
  - **Trigger**: Upon Message Receipt or Nightly Processing
  - **Folder:** Inbox / Junk
  - **Status:**Preview
4. Click **Save**.
5. Configure the appropriate **filters**:
  - Set any necessary filters
6. Choose the appropriate action:
  - **Junk Flag**: Set the action to Set Junk Flag or Unset Junk Flag
  - Click **Save.**
7. Activate the Rule
  - Click **Edit**
  - **Status:** Active
  - Click **Save.**

## **Set Fields**

Automatically set a field based on filter criteria set by the rule.

1. Click **Database** in the top navigation bar and select **Rules Editor**.
2. Click **New Rule**.
3. Enter the following configurations in the popup window:
  - **Name**: Set Field
  - **Type:** Configurable Joins
  - **Category:** Related
  - **Base:** Inbox
  - **Type:**Field
  - **Trigger:** Upon Message Receipt or Nightly Processing
  - **Folder:** Inbox / Set Field
  - **Status:**Preview
4. Click **Save**.
5. Configure the appropriate**filters**:
  - Set any necessary filters
6. Choose the appropriate action:
  - **Field:**Select the field to be set by the rule
  - **Action**: Select the appropriate action the rule should take on the field selected
  - **Value / Prompt:** Select the corresponding value or prompt to be set automatically by the rule
  - Click **Save.**
7. Activate the Rule
  - Click **Edit**
  - **Status:** Active
  - Click **Save.**